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PODCAST

Power Analysis

Anthony Power & Bryce McNallie

Whether you are a seasoned investor, a dedicated enthusiast in bitcoin mining, or a newcomer seeking deeper insights, Power Analysis serves as the paramount resource for staying informed in the dynamic realm of Bitcoin Mining. Initiate your journey towards innovation and excellence with Power Analysis, as we extend an invitation for you to embrace the future.

business investing

All Episodes

38:24

Why AI Is Not A Bubble And What It Means For Bitcoin...

Power Analysis ·

2025/12/18

We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. DMG’s earnings, Terawulf’s JV financing, and fresh signals from chipmakers and analysts point to durable tailwinds, not a bubble. • Bitcoin price resilience alongside short-term pullbacks • Miners’ drawdown contrasted with expanding AI HPC demand • DMG earnings under IFRS versus GAAP context • DMG balance sheet strength and SOC 2 credibility • ...

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35:10

Hut 8’s $7B HPC Deal, Analysis & Outlook!

Power Analysis ·

2025/12/17

We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms like ROFO, escalators, and NOI per megawatt change how miners are valued. Market volatility meets long‑dated cash flows as power becomes the moat. • Bitcoin price action and miner correlation • Shift from pure mining to AI HPC co‑location • Hut 8’s three‑tranche roadmap and ROFO • Riverbend phase one economics and NOI • Google backstop, bank underwr...

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40:56

Luxor Technology, Research Analyst Kaan Farahani Q&A...

Power Analysis ·

2025/12/17

We break down November’s mining pain: hash price near new lows, difficulty still high, and fees stuck at the floor. We show how hedging outperformed spot, why efficiency and power costs decide survival, and where miners pivot toward AI HPC as capital gets cheaper. • November hash price decline and fee drought • Rising difficulty with intermittent negative adjustments • Fleet efficiency tiers and breakeven stress at five-cent power • Real costs beyond energy including opex and depreciation • ...

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37:39

Top 3 Picks for 2026!

Power Analysis ·

2025/12/16

We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and Core Scientific. Bitcoin’s pullback frames entry points, but the core story is megawatts, contracts, and teams that can build at scale. • Bitcoin price weakness and miner share compression • Heat map review and 2025 standouts • Cipher’s executed contracts, multi‑site pipeline, trusted build team • Bitfarms’ pivot to HPC with Panther Creek, Scrubg...

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47:31

AI HPC Hype Meets Bitcoin’s Pullback: What's Next For...

Power Analysis ·

2025/12/15

Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s operational surge, and why treasury strategy now decides who survives the next 24 months. • Bitcoin breaks support and volumes stay thin • Miner heat map turns red despite no new contract news • AI HPC timelines, utilization risk, and build-to-spec challenges • Core Scientific delivery cadence and implications for peers • US crypto market structure ...

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35:28

If You Put $1,000 Into Each Miner, Here’s How Many...

Power Analysis ·

2025/12/11

We compare Satoshis per $1,000 across major Bitcoin miners, stack it against MNAV, and weigh how HPC contracts are reshaping valuations. ETF demand, thin volumes, and Hive’s new Colombia listing set the backdrop as we map where equity delivers more sats than buying BTC. • Bitcoin price steady near 90k with ETF inflows • Miner volumes lower and heat map mostly red • DATs premiums fading and discounts emerging • MNAV for miners versus asset bases and debt • Sats per $1,000 methodology and top ...

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25:12

Rate Cuts And Hash Rates: Latest HIVE, ABTC & FUFU News!

Power Analysis ·

2025/12/11

We break down why the Fed’s 25 bps cut matters for miners’ capex and refinancing, then map how rising difficulty pressures production while HPC revenues open a second engine for growth. We spotlight Bitfufu’s cloud hashrate scale, American BTC’s treasury strategy, and Hive’s operational gains. • impact of a 25 bps cut on miner financing and interest expense • bitcoin price trend, volatility, and institutional demand • mixed miner performance on light volumes • Bitfufu’s retail cloud hashrate...

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32:19

Bitcoin Miners Catch A Green Wave: IREN, Soluna,...

Power Analysis ·

2025/12/09

Markets pop and miners follow, but the real story is how operators are lowering costs, tightening financing, and moving into HPC AI. We break down Bitzero’s hydro buildout, Iron’s convertibles, Soluna’s hosting growth, and Luxor’s GPU push with COO Ethan Vera. • Miner heat map turns green after weeks of drawdowns • BitZero expands Norway site to 110 MW on hydropower • Sub–four cent energy targets and ~seven exahash goal • Frankfurt listing progress and U.S. listing efforts • Iren raises $2.3...

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47:35

Inside The Big 4 Contracts Powering HPC & AI: CIRF,...

Power Analysis ·

2025/12/08

We break down four landmark AI and HPC deals in mining and explain why power, PUE, and contract structure now drive valuation more than day-to-day price. We compare Cipher, Core Scientific, Iren, and TeraWulf, and share how Luxor’s tools can steady mining revenue. • Bitcoin price volatility context and miner performance • Why long-term contracts beat spot exposure for stability • Cipher’s FluidStack and AWS agreements and pipeline • Core Scientific’s first-mover delivery and refurb funding •...

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33:30

Red Week, Strong Conviction: BTBT, FUFU, DMGI, HIVE &...

Power Analysis ·

2025/12/05

We recap a red week for Bitcoin and miner equities, then dig into why leverage, difficulty, and power costs are rewriting mining economics. We compare strategies across ETH staking, fleet upgrades, and AI HPC, and share which teams are turning megawatts into durable cash flow. • Bitcoin dips below a key level amid leverage-driven volatility • Miner equities slide into options Friday pressure • Institutional signals continue despite price weakness • Bit Digital grows ETH staking rewards and t...

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23:55

Latest Miner News: BitZero’s Finland Build & Riot’s...

Power Analysis ·

2025/12/04

We break down why ETF demand is changing Bitcoin’s market rhythm and how miners can win on efficiency, power, and optionality. Kevin O’Leary weighs in on the AI capex flood as Bitzero breaks ground in Finland and Riot posts steady, low-cost production. • Bitcoin price stabilising around 92–93k and ETF buying power shaping demand • Miner equities supported by HPC narratives and efficiency races • Bitmain scrutiny opening lanes for Bitdeer, MicroBT, and Auradine • Institutional adoption raisin...

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32:36

Bitzero Holdings - CEO, Mohammed Bakhashwain & Kevin...

Power Analysis ·

2025/12/04

We trace Kevin O’Leary’s pivot from Bitcoin skeptic to investor and dig into why Bitzero is building a power-first platform for AI compute and mining. CEO, Mohammed Bakhashwain lays out hash rate growth, Finland’s heat reuse plan, and how cheap energy and permits beat hardware hype. • ETF approval as the inflection for institutional crypto • BTC and ETH capturing most crypto alpha • Stablecoin laws shaping Bitcoin as digital gold • Bitzero positioned as power and real estate operator • Sub-s...

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28:25

Jim Cramer Says Sell: IREN & CleanSpark News!

Power Analysis ·

2025/12/03

We track a wild 24 hours where ETF demand dwarfs mining supply, UK policy shifts add legal clarity, and miner strategies split between pure Bitcoin efficiency and HPC expansion. CleanSpark posts a nuanced production update as IREN retools its capital stack for long-term growth. • Vanguard ETF flows translating into massive Bitcoin purchases • Shortage dynamics from issuance versus demand • UK recognition of crypto as property and US market structure momentum • CleanSpark eff...

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35:10

Bitcoin Miners, Fed Moves & IREN News!

Power Analysis ·

2025/12/02

Bitcoin rips back above 92k as miners wobble, institutions pile in, and IREN unveils a financing stack sized for hyperscale AI compute. We step through Marathon’s power-led strategy, Auradine’s efficiency jump, and why hashprice headwinds are forcing an HPC pivot. • Bitcoin volatility viewed through long-term returns • Miner equity correlation versus power strategy divergence • ABTC slump, lockup dynamics, and political associations • Vanguard enabling Bitcoin ETF buys and inflows • Trump-er...

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48:16

Wind, Wires & Hashrate: HPC & AI Strategy Analysis!

Power Analysis ·

2025/12/01

We break down why Bitcoin’s drop doesn’t change the long arc toward higher compute demand, then map three distinct strategies reshaping mining into AI infrastructure. From wind curtailment to liquid cooling and CSP models, we focus on execution, timelines, and real contracts. • Market headwinds, leverage wipeouts, and miner drawdowns • Soluna’s behind-the-meter design and curtailment capture • Capital partners, CATI phases, and HPC proof of concept • HUT 8’s spinout to ABTC and power buckets...

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34:22

From Halving To HPC: How Miners Adapt And Survive!

Power Analysis ·

2025/11/28

A green week lifts Bitcoin miners, but we dig beneath the bounce to show how difficulty, power costs, and fleet efficiency drive real margins. We walk through CleanSpark’s HPC pivot, Bitfarms’ positioning, Core Scientific’s crossroads, and why hash price lows are forcing strategy shifts. • market recap and whale selling context • miner heat map highlights and volatility • Soluna’s wind power model and project pipeline • CleanSpark’s pivot to HPC and containerized buildouts • Bitfarms’ hypers...

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33:42

CleanSpark’s FY25 Earnings Analysis, WULF, HIVE &...

Power Analysis ·

2025/11/26

We break down CleanSpark’s FY25 results, compare miner margins, and explain why hashprice pressure is pushing operators toward HPC. We also cover TerraWulf’s preferred conversion, Cypher’s warrants, and Hive’s new ATM, plus CleanSpark’s Texas expansion and options-based yield. • Bitcoin market context and volatility • CleanSpark FY25 revenue, margins, and BTC stack • Peer comparisons across gross margins and production • Sensitivity to hashprice and operating costs • Digital asset management...

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29:53

AI Arms Race And Incoming Demand: CIFR, IREN, WULF &...

Power Analysis ·

2025/11/25

We weigh how AI became a national security priority and why miners with power are positioned to supply the surge. From AWS’s classified 1.3 GW plan to gigawatt campuses in Texas, we connect government demand, hyperscalers, and mining portfolios shifting to HPC. • market snapshot on bitcoin price and miner breadth • frank holmes on nato budgets and tier four data centres • aws secret and top secret ai infrastructure plan • constraints around power, land and interconnects • tours of childress,...

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27:05

Bitcoin Miners Bounce Back: Spotlight on Bitzero &...

Power Analysis ·

2025/11/24

We track Bitcoin’s rebound near 87,000, then dig into Bitzero’s CSE debut and DMG’s US expansion to show how miners are positioning for sovereign AI demand and secure, modular data centers. Government partnerships, cold-climate sites, and hydro power shape the next phase of compute. • BTC volatility, cycle risk, and profit-taking discipline • Miner stock moves after weeks of red and sentiment reset • Bitzero’s ESG strategy, hydro power, and S21 Pro efficiency • Norway expansion to 325 MW and...

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44:22

HIVE Digital Technologies - Chairman, Frank Holmes...

Power Analysis ·

2025/11/24

Frank Holmes joins us to map a fast-moving shift from pure Bitcoin mining to high-performance computing, set against a real data and power arms race. We talk Paraguay power, Canadian partnerships, GPU economics, and how to build tier three data centers on miner timelines. • global macro framing for AI, chips and security • miners as rapid-build data center operators • Paraguay power expansion and dark fibre gaps • Q2 highlights and 35 EH roadmap • margin discipline, accelerated depreciation ...

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493 results

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